Page Comparison

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3.____  If any changes/additions are needed (for example - Employee, Position, Payroll Item, Pay Distribution, Payroll Account) go to the appropriate Core menu item or the Employee Dashboard and make the necessary changes before initializing the payroll.

4.____  Enter any exceptions using Payroll>Payroll Payments Future. (UPDCAL_FUTURE)

5.____  Run Reports>SSDT Future Pay Amount Report to balance the exceptions. (FUTPAY)

• • Go to Reports>Report Manager>SSDT Future Pay Amount Report
    
    • Format-Chose from drop down
    • Page Size-Choose from drop down
    • Orientation-Choose from drop down
    • Name-Defaulted but a report name can be entered
    • Summary Report-If you only want a summary report click on the box next to Summary

    • Beginning Effective Date (optional) 

    • Ending Effective Date (optional)
    • Pay Groups (optional)

    • Click on Generate Report

6.____  Enter and/or import Attendance/Absence information.

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and/or import Attendance/Absence information.

• Choose from 3 options:
  • Adding Attendance Using the Employee Dashboard: (ATDSCN)
    • Go to the employee's Dashboard and search for the Employee.  Select from the dropdown                                                                            
    • On the Employee Dashboard select Attendance
    • Click Create to enter one day or click Mass Add to enter multiple days. 
    • Click Save
    • Posting Mode options are available - No Posting to Payroll, Post to Current, Post to Future.  If using a Posting Mode make sure that you click Post Selected Records to Current or Future Payroll after you click Save to add the attendance entry
    • Click on X to close the window
  • Adding Attendance Using Attendance (ATDSCN)
    • Go to Core>Attendance
    • Click Create to enter one day or click Mass Add to enter multiple days. 
    • Click Save
    • Posting Mode options are available - No Posting to Payroll, Post to Current, Post to Future.  If using a Posting Mode make sure that you click Post Selected Records to Current or Future Payroll after you click Save to add the attendance entry
    • Click on X to close the window
  • Adding Attendance Using Attendance (ATDSCN)
    • Go to Core>Attendance
    • Click Create to enter one day or click Mass Add to enter multiple days. 
    • Click Save
    • Posting Mode options are available - No Posting to Payroll, Post to Current, Post to Future.  If using a Posting Mode make sure that you click Post Selected Records to Current or Future Payroll after you click Save to add the attendance entry
    • Click on X to close the window
    Adding Attendance/Absence Using a File to Import (USPIMPORT)Loading Attendance Information /Absence Using a File to Import (USPIMPORT)
    • Loading Attendance Information 
      • Go to Utilities>Attendance/Absence Import
        • Attendance Import File - Click Choose File and browse to locate the file
        • Location Code- If using Location Code and it's specified on CSV File
        • Post to Payroll Processing – Choose option from dropdown
        • Combine Attendance Entries-If desired
        • Allow Negative Leave Balances N/A for Attendance Importing
        • Payroll Account to charge-Choose from drop down
        • Click IMPORT
        • Review Summary counts on screen

        • View ATTERR.csv 

*Note- any errors can be corrected on the ATTERR.CSV file then uploaded using the Absence/Attendance Import option.

• • • Loading Absence Information
      • Go to Utilities>Attendance/Absence Import
        • • Attendance Import File - Click Choose File and browse to locate the file
          • Location Code- If using Location Code and it's specified on CSV File
          • Post to Payroll Processing –
Choose option from dropdown
• • • • • • Not applicable 
          • Combine Attendance Entries -
If desired
• • • • • • Not applicable
          • Allow Negative Leave Balances
N/A for Attendance Importing
• • • • • • - If applicable, check the checkbox
          • Payroll Account to charge -
Choose from drop down
• • • • • • Not applicable
          • Click IMPORT
          • Review Summary counts on screen

          • View ATTERR.csv 

*Note- any errors can be corrected on the ATTERR.CSV file then uploaded using the Absence/Attendance Import option.

• • • Loading Absence Information
      • Go to Utilities>Attendance/Absence Import
        • • Attendance Import File - Click Choose File and browse to locate the file
          • Location Code- If using Location Code and it's specified on CSV File
          • Post to Payroll Processing – Not applicable 
          • Combine Attendance Entries - Not applicable
          • Allow Negative Leave Balances - If applicable, check the checkbox
          • Payroll Account to charge - Not applicable
          • Click IMPORT
          • Review Summary counts on screen

          • View ATTERR.csv 

*Note- any errors can be corrected on the ATTERR.CSV file then uploaded using the Absence/Attendance Import option..CSV file then uploaded using the Absence/Attendance Import option.

5. ____  Run the SSDT Attendance Journal Entry Report to check the absence and/or attendance information. (ABSRPT)

• Go to Reports>Report Manage>SSDT Attendance Journal Entry.
  • Start Date - Payroll Start Date
  • End Date - Payroll End Date
  • Job Status - Leave blank
  • Appointment Type - Leave blank
  • Type - Enter either Attendance or Absence if balancing separately
  • Click Generate Report
• Verify the report.

6.____  Enter any exceptions using Payroll>Payroll Payments Future. (UPDCAL_FUTURE)

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7.____  Run the SSDT Attendance Journal Entry Report to check the absence and/or attendance information. (ABSRPT)

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• Start Date - Payroll Start Date
• End Date - Payroll End Date
• Job Status - Leave blank
• Appointment Type - Leave blank
• Type - Enter either Attendance or Absence if balancing separately
• Click Generate Report

Reports>SSDT Future Pay Amount Report to balance the exceptions. (FUTPAY)

• • Go to Reports>Report Manager>SSDT Future Pay Amount Report
    
    • Format-Chose from drop down
    • Page Size-Choose from drop down
    • Orientation-Choose from drop down
    • Name-Defaulted but a report name can be entered
    • Summary Report-If you only want a summary report click on the box next to Summary

    • Beginning Effective Date (optional) 

    • Ending Effective Date (optional)
    • Pay Groups (optional)

    • Click on Generate Report

8.____  Initialize the payroll. (INICAL)

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• Create the SERS Per Report for verification.
  • Go to Reports>SERS Reporting>SERS New Hire Report 
    • Report Title - Default is SERS New Hire Report.  Can be changed if desired.
    • Click Generate Report.  
    • Verify the report.
• Generate the submission file
  • Click Generate File
    • Save the file to a folder of your chose
    • Upload to eSERS 
      

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• Create the STRS Per Pay Report for verification.
  • Go to Reports>STRS New hire Report
    • Report Title-Default is STRS  New Hire Report
      
    • To create a report click Generate Report
• Generate the submission file
  
  • Click Generate Submission File
    • Click Choose File.  Browse to select your file.
    • Click Submit Uploaded File to STRS
  • OR Click Generate Submission File and Submit to STRS in one step

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